Waldron Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $884K | Buy |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $548K | Buy |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $664K | Hold |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $3.96M | Buy |
|